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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,143 hedge funds and large institutions have $22B invested in iShares MSCI USA Min Vol Factor ETF in 2023 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 420 increasing their positions, 477 reducing their positions, and 73 closing their positions.

Holders
1,143
Holders Change
+20
Holders Change %
+1.78%
% of All Funds
18.03%
Holding in Top 10
128
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.57%
% of All Funds
2.02%
New
101
Increased
420
Reduced
477
Closed
73
Calls
$1.55M
Puts
$617K
Net Calls
+$936K
Net Calls Change
-$1.46M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.31B
2
APF
2
Alaska Permanent Fund
Alaska
$351M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.02B
4
Cerity Partners
4
Cerity Partners
New York
$115M
5
Capstone Investment Advisors
5
Capstone Investment Advisors
New York
$93.4M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.18B
2
SWG
2
Summit Wealth Group
Vermont
$322K
3
SG Americas Securities
3
SG Americas Securities
New York
$533K
4
BCM
4
Brookstone Capital Management
Illinois
$106M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$8.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$17.1M 230,057 -1,961 -0.8%
JAG
127
Journey Advisory Group
Kentucky
$17M 228,105 -20,626 -8%
SGI
128
Summit Global Investments
Utah
$16.7M 224,598 +14,177 +7%
VA
129
Valmark Advisers
Ohio
$16.5M 221,653 +11,610 +6%
FANJ
130
Financial Architects (New Jersey)
New Jersey
$16.2M 218,432 -6,147 -3%
KL
131
KWMG LLC
Kansas
$16.2M 217,429 +17,412 +9%
AI
132
Atria Investments
North Carolina
$16.1M 217,028 +19,966 +10%
AFC
133
Adaptive Financial Consulting
Ohio
$16M 215,864 -16,917 -7%
RPCA
134
Running Point Capital Advisors
California
$15.9M 213,681 +7,437 +4%
TCM
135
TD Capital Management
Tennessee
$15.9M 213,645 -9,264 -4%
RJT
136
Raymond James Trust
Florida
$15.8M 212,904 -30,383 -12%
PA
137
Parallel Advisors
California
$15.8M 212,867 -247,560 -54%
SWM
138
Spire Wealth Management
Virginia
$15.8M 211,923 +25,875 +14%
FWM
139
FFT Wealth Management
Pennsylvania
$15.4M 207,455 – –
AAP
140
Arax Advisory Partners
Colorado
$15.3M 205,954 +3,543 +2%
GIS
141
Grayhawk Investment Strategies
Alberta, Canada
$15.2M 205,035 +7,200 +4%
FFBTD
142
First Financial Bank - Trust Division
Ohio
$15M 202,188 +831 +0.4%
IWMWV
143
Ironwood Wealth Management (West Virginia)
West Virginia
$14.8M 200,745 -145 -0.1%
WC
144
Wealth CMT
New Jersey
$14.7M 197,762 +17,452 +10%
SPWG
145
Syntegra Private Wealth Group
Missouri
$14.5M 195,023 +17,307 +10%
SPC
146
Sigma Planning Corp
Michigan
$14.4M 194,300 -103,892 -35%
SMC
147
Smith, Moore & Co
Missouri
$14.4M 193,654 -95,505 -33%
AMR
148
Asset Management Resources
Massachusetts
$14.3M 192,995 +7,297 +4%
SMG
149
Smart Money Group
Texas
$14.3M 192,531 -9,526 -5%
Goldman Sachs
150
Goldman Sachs
New York
$14.3M 192,447 +85,978 +81%
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